Q2 2021: Right on track
It’s been one year since markets bottomed. With the end of the pandemic hopefully in sight, fundamentals improving and economic forecasts robust, we think the backdrop for credit remains supportive.
Q1 2021: Taxiing before takeoff
Strong supports will help the economy overcome the Q1 momentum loss and allow growth to truly take off when vaccines and herd immunity arrive later in 2021.
Q1 2021: Waiting on the world to change
While the first quarter of 2021 may continue to be challenging, we see gradual progress for CRE capital markets leading into a robust recovery later in the year.
Q1 2021: Positioned for strength
The backdrop for credit in 2021 looks favorable. However, active management remains key to generating excess returns and navigating volatility amid the continued impact of COVID-19.
Q4 2020: Separating the signal from the noise
While the commercial real estate market continues to cope with impacts of the pandemic, we outline performance expectations for key sectors and dig into the dispersion created by this environment.
Q4 2020: Further to go
The Q3 bounce has been stronger than expected, and consumers remain resilient. But with concerns about volatility rising and income still hard to find, it’s clear the challenges of 2020 are not over.
